Fiducia eyes move to family office model

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Fee-based adviser Fiducia Wealth Management is to align with a number of professional services firms next year as it eyes a family office model that will be "indispensable" to clients.

The company is looking to work with accountants, lawyers and tax advisers so its clients can see specialists depending on their requirements. "We're adopting the family office concept," said head of wealth management Simon Bonnett. "We believe that, if a financial planner is to survive, they should really consider that." "We'll be making ourselves fairly indispensable to a client because we'll provide a professional to suit the client's every need." Bonnett said that, historically, financial advisers have typically focused on more-traditional aspects of financial planning, such as ...

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